Gresham Partners is a nationally recognized independent investment and wealth management firm. We are seeking an intrinsically-motivated, operationally-minded team member for our Client Operations Team. Our team tracks client positions and transactions, captures and reconciles portfolio informationon a daily basis, processes activity with custodians, and assists with reporting.
This position is responsible for acting as liaison between our client service team and our primary custodian (currently Fidelity). Core responsibilities include processing transactions, entering trade orders, and maintaining client accounts. An ideal applicant will possess high attention to detail and be self-motivated.
Education, Experience and Skills: